Private Client & Family Office Experts family services

Our goals are to always be relevant in the life of our clients and build long-lasting relationships. We pride ourselves on developing and maintaining relationships that transcend generations.

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Our goals are to always be relevant in the life of our clients and build long-lasting relationships. We pride ourselves on developing and maintaining relationships that transcend generations.

Our Thought Leaders

The professionals in the Private Client and Family Office Group provide customized tax, financial and business solutions for successful families and privately-held business owners. blum’s focus is not only on technical excellence, but also on our outstanding service delivery, attitude, responsiveness, value and relationship. The services we provide are backed by more than 35 years of experience providing tax, accounting, and other professional services to clients throughout New England.

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